See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.11+ years Filed as: VANGUARD GROUP INC. Service code 15 · EIN 23-1945930 | Recordkeeping | $86,698 |
MERCER1 year Service code 16 · EIN 30-0282430 | Consulting | $52,182 |
GRANT THORNTON LLP10+ years Service code 10 · EIN 36-6055558 | Accounting | $28,630 |
THE VANGUARD GROUP, INC.1 year Filed as: VANGUARD ADVISORS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $21,188 |
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $239,311 | $145,877+64.0% | $150,045+59.5% | $102,872+132.6% |
| Participation rate | 97.6% | 79.8%+17.8pp | 82.3%+15.3pp | 73.0%+24.6pp |
| Annual return | 18.63% | 21.37%-2.7pp | 62.55%-43.9pp | 19.06%-0.4pp |
| Employer contribution / active EE | $9,277 | $4,710+97.0% | $4,693+97.7% | $3,526+163.1% |
| Participant deferral / active EE | $14,429 | $9,491+52.0% | $7,997+80.4% | $5,535+160.7% |
| Admin fee / account holder | $133 | $176-24.6% | $13,435-99.0% | $292-54.6% |